Seeking co-op savvy CPA

Lucy Georgeff

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Apr 24, 2025, 10:33:56 AMApr 24

to New York Cooperative network

Hello all,

I'm looking to connect our CPA with an accountant or lawyer familiar with co-op tax law. This is in regards to the 1120-C. I'd appreciate any names & contact info.

Thank you,

Lucy Georgeff

she her hers

General Manager

1398 Rte. 213

High Falls, NY 12440

(845) 687-7262

***Please note my email address has changed to g...@highfallsfood.coop***

"Nourishing Our Community

with Local food since 1976"

High Falls Food Co-op

Cait Denny

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Apr 24, 2025, 10:41:56 AMApr 24

to Lucy Georgeff, New York Cooperative network

Hi Lucy,

We work closely with Andrea and Willie at ARCPA. They file for the majority of our cooperative clients. Bruce at Wegner CPAs has also been a great resource for us.

Cait Denny

Schedule a meeting!

www.capitalbookkeeping.coop

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Alan Singer

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Apr 24, 2025, 10:46:07 AMApr 24

to Lucy Georgeff, New York Cooperative network

Lucy;

Good morning and Jason Wiener| p.c. is a possible legal resource and I do believe they are licensed to practice law in the State of NY.

Alan

On Thu, Apr 24, 2025 at 10:33 AM Lucy Georgeff <g...@highfallsfood.coop> wrote:

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Mike Parker

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Apr 24, 2025, 10:59:11 AMApr 24

to Cait Denny, Lucy Georgeff, New York Cooperative network

I second Wegner CPAs!

We've worked with Evan Thom for five years and have always felt well taken care of.

Best wishes,

Mike

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Matthew Epperson

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Apr 24, 2025, 12:37:54 PMApr 24

to Lucy Georgeff, Cait Denny, New York Cooperative network, Mike Parker

Hi Lucy,

I can't speak for all of these folks personally, but I've been digging a bit more recently into co-op versed CPAs to be able to refer folks to so I'll just share my list here:

Audrey Griffin (Synergy Accounting, formerly at Wegner, Atlanta)
Mavery Davis (Independent, works closely with Seed Commons and Network for Developing Conscious Communities)
Cathy Ruiz (Key Figures, Austin)
Nancy McClelland (Dancing Accountant, Chicago [recently confirmed not taking new clients currently])
Teree Castanias (Independent, Ivins, UT)
Rebecca Thoune (CliftonLarsonAllen, Milwaukee)
Sam Green (Northwest Co-op Development Center, also Co-op Professionals Guild, Olympia)
Chris Vanecek (Diverge Finance Co-op, Co-op Professionals Guild, Minneapolis)

Quick plug also that I've been helping Zolidar with their launch of The Grid which includes a directory of employee ownership focused professionals, including all of these folks on this list. It's free to join, and also includes a forum and wiki.

In cooperation,

Matthew

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Alan Singer

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Apr 24, 2025, 1:01:52 PMApr 24

to Matthew Epperson, Lucy Georgeff, Cait Denny, New York Cooperative network, Mike Parker

Hello All;

Food cooperatives have also been using an outfit based out of Plymouth, MN by the name of FMS Solutions (www.fmssolutions.com).

Alan

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